SCORECARD® Performance

With our SCORECARD® Performance product, clients can tailor reports to their investor's needs. Whether you have an investor that requires general information that's easy to understand at a glance or a savvy investor, pension manager, foundation or family trust, our performance reporting provides that information ... at your fingertips.

By providing forward thinking and easy-to-use products that help measure and manage performance and risk, our clients are able to build trust with their clients.

The product is presented via a secure web based environment and presents three aspects of workflow:

Client Reporting
A line of configurable, presentation-quality reports for communicating investment performance and portfolio status to your clients to demonstrate value, build trust and win assets.

Portfolio Monitoring
A dynamic online tool for analyzing the performance of individual and consolidated portfolios over time. Available at the Total Portfolio level down to the asset/product level, the Online SCORECARD® places critical performance information at your fingertips.

Management Reporting
The Management Reporting tool allows you to take performance analysis to the next level. It’s a flexible query tool to review the performance of multiple portfolios, branches, officers, or investment objectives to quickly identify outliers or top performers.

This online application enables you to review investment performance across all available online accounts. Using advanced query capabilities, the Management Report helps gauge your organizations effectiveness, identify strong performers and pinpoint targets for improvement.

Get Started
SCORECARD applications are available through enterprise contract agreements. To get started or to schedule a product demo, please contact your sales representative at 800-555-6035 or email us at sales@informais.com.